In Honor of World Health Day The one universally known thing about Medicare is that it’s complicated. Part A, Part
Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
Freestone Advisors Recognized as 2024 Five Star Wealth Manager Award Winners
Freestone congratulates the following advisors for their recognition as 2024 Five Star Wealth Manager award winners: Andrew Erisman, CIMA®; Bobby
2024 Women’s History Month Series: Jenny Doherty
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
2024 Women’s History Month Series: Breana Brown
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
2024 Women’s History Month Series: Jenna Brazile
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
2024 Women’s History Month Series: Ann Gookin
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
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2024 Women’s History Month Series: Stephanie d’Ippolito
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
2024 Women’s History Month Series: Christine Opp
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
Freestone’s Gary Furukawa and Erik Morgan featured on The Diamond Podcast for Financial Advisors
“Bourbon, Real Estate and Golf Courses: How Innovations in Investments, Training and Client Service Built a $9.4B Business.” Freestone’s Founder,
2024 Women’s History Month Series: Alyssa Morris
In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of
Freestone’s car wash platform, Thoroughbred Express, celebrates the grand opening of its newest location
Freestone launched Thoroughbred Express, its car wash platform, in 2020 with one site in Glasgow, Kentucky. Since then, Thoroughbred has
Freestone News
Freestone Capital Management Named Alternative Investment Firm of the Year by Wealth Solutions Report
Prestigious Industry Award Recognizes Top Firms that Provide Alternative Assets for Clients Freestone Capital Management (“Freestone”), a Seattle-based Registered Investment
Estate Planning / Financial PlanningInsights
5 Components of an Estate Plan
When thinking about Estate Planning, the first thing that comes to mind for most people is a Will. While this
Financial Planning / For Advisors / InsightsWealth Management
An Advisor’s Edge: Freestone’s Value-Add Investment Approach
Digital disruption and the rise of robo-advisors have created the difficult task for you to provide value in a crowded
For AdvisorsInsights
Cultivating Advisor Growth at Freestone
It can feel stifling when you’re expected to develop your own direct business channels with little to no direction from
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When Are Roth Conversions Appropriate?
While there are regulatory requirements that dictate contribution eligibility for both Traditional and Roth IRAs, Roth Conversions are available to anyone who owns assets in a Traditional IRA. -
Distributing Company Stock from a 401(k) & the impact of Net Unrealized Appreciation
In this article, we explore the Net Unrealized Appreciation tax strategy to help mitigate the potential tax impact of employer stock when it is distributed from a retirement plan. -
Protecting Your Business from the Unexpected
Many business owners are so invested in the business that they do not think about a succession plan until they approach retirement. Succession planning is not just for retirement, however. What would happen to your business if you were suddenly to pass away or become disabled? -
The Basics of Social Security
One of the most common questions we hear from clients nearing retirement is, “When should I file for Social Security?” While there is no ‘one size fits all’ answer to this, understanding the basics can help you make an informed decision.
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A Guide to Tax and Estate Reform: What to Know and How to Prepare
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted
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Concentrated Stock: Understanding the Associated Risks
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,
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Financial Foundations for Young Adults Session 1: Understanding Your Financial Foundation
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investment
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Financial Foundations for Young Adults Session 2: Growing Your Financial Future
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed to
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Introduction to Estate Planning
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better prepared
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